Migrate Your Oracle Data Visualization Cloud Service Instances

3 Migrate Your Oracle Data Visualization Cloud Service Instances

When your target environment is ready, capture the information you want to migrate in a snapshot and copy it to Oracle Analytics Cloud on Oracle Cloud Infrastructure.

Task	Description	More Information
Understand snapshot options	Understand what you can include or exclude when you take a snapshot.	Understand Snapshot Options
Check that your target is ready for migration and take a backup	Verify that the required users and roles are available in your target service and take a snapshot in case you need to roll back.	Back Up Your Target Service Before Migration
Take a snapshot of the source	Capture the content you want to migrate on the source system.	Take a Snapshot on the Source
Download the snapshot	Download the snapshot that you want to migrate to your local file system.	Download the Snapshot
Import the snapshot to the target	Sign in to the target system and import the snapshot.	Import Snapshot on the Target
Restore the snapshot content	Select the newly uploaded snapshot in the list of saved snapshots and restore the content in the snapshot. After restoring the snapshot you must perform additional tasks to complete the migration. For example, you must migrate data files, verify application role assignments, and more.	Restore Snapshot on the Target
Migrate data files	Use the Data Migration utility to migrate and restore data files from another environment.	Migrate File-based Data
Verify application role assignments	Verify that users and groups in your target service have the correct application roles in Oracle Analytics Cloud.	Verify and Configure Service Settings
Reconfigure search crawl users	Change the name of the users configured to index catalog content.	Verify and Configure Service Settings
Verify and configure service settings	Check that your safe domains are configured correctly. Optionally, configure new options of your service, such as a virus scanner, or maps and extensions for your data visualizations.	Verify and Configure Service Settings

Understand Snapshot Options

When you take a snapshot in Oracle Data Visualization Cloud Service you capture everything in your environment. When you restore the snapshot on Oracle Analytics Cloud you can restore everything in the target Oracle Analytics Cloud or only restore the content in the snapshot.

Replace Everything - Replaces your entire environment using information in the snapshot.
Any content type excluded from the snapshot is restored to its default state in the target environment, that is, "no content". For example, if you decided to set up a virus scanner before restoring the snapshot, the new virus scanner configuration is removed.

There are some exceptions; if the snapshot doesn’t contain any file-based datasets, plug-ins, or extensions these items are left unchanged in Oracle Analytics Cloud.
Replace Snapshot Content Only - Everything that's in the snapshot is restored. Any content type excluded from the snapshot remains unchanged in the target environment.
For example, if you set up a virus scanner before restoring the snapshot, your virus scanner configuration remains.
Custom - You select the content you want to restore. If you don’t want to restore certain content types, exclude them before you restore.

Back Up Your Target Service Before Migration

Verify that your target Oracle Analytics Cloud is ready for migration and then take a snapshot in case you need to roll back the service to its pre-migration state.

Sign-in to the target Oracle Analytics Cloud.
Verify that the users and roles you imported are available.
1. Navigate to Console, and click Users and Roles.
2. Click the Users tab and then the Roles tab to verify the users and roles.
Take a backup of the target Oracle Analytics Cloud.
1. Navigate to Console, and click Snapshots.
2. Click Create Snapshot.
3. For description, enter "Snapshot before content migration" or something similar.
4. Select Everything, and then click Create.

Migrate Your Content

Capture the content you want to migrate in a snapshot and restore that snapshot on your target Oracle Analytics Cloud.

Sign-in to the source Oracle Data Visualization Cloud Service.
Save the entire environment you want to migrate to a snapshot.
1. Navigate to Console, click Snapshots, and then New Snapshot.
2. For Description, enter "Migrate content to Oracle Cloud Infrastructure" or something similar.
3. Click OK.
Download the snapshot locally.
1. Select the snapshot that you want to download.
2. Click the Manage Snapshot menu, and select Download.
  You're asked to create a password for the snapshot. Don’t forget this password. You'll need this password when you upload the snapshot on the target system.
3. Enter and confirm a password for the snapshot. The password must contain at least 8 characters.
4. Click OK.
  
  The snapshot downloads as an Oracle Business Intelligence archive file (.bar).
Sign-in to the target Oracle Analytics Cloud and import the snapshot.
See Import Snapshot on the Target.
Restore the snapshot, and select Replace Everything.

See Restore Snapshot on the Target.

After restoring the snapshot you must perform additional tasks to complete the migration. For example, you must verify application and roles, and configure various settings.
Migrate data files manually if the restore process fails to migrate them.
See Migrate File-based Data.
Verify application role assignments and other system settings.
See Verify and Configure Service Settings.

Migrate File-based Data

Users upload data files, such as spreadsheets, to Oracle Data Visualization Cloud Service to create datasets. When you migrate to a new Oracle Analytics Cloud environment, you can take this file-based data with you. Oracle Analytics Cloud offers a CLI utility (command-line interface) that enables you to move your data files to the new location. The snapshot CLI utility also moves any map-related plug-ins and extension files that users might upload for their data visualizations.

The CLI utility allows you to move data files directly from one environment to another in a single step. Or if you prefer, you can download your file-based data to a ZIP file and then upload the data files to your chosen environment in two separate steps.

Check your environment details.
- Verify that the source Oracle Data Visualization Cloud Service and the target Oracle Analytics Cloud both include the latest update (5.3 or later). The CLI utility isn't available in earlier versions.
  
  If you're not sure, ask your Oracle representative.
- Check that the source and target system are both up and running, and Oracle Analytics Cloud is configured with valid storage credentials.
- Check your local environment. You need Java 1.8 or later to run the CLI utility.
- Make sure you can access the source environment and the target Oracle Analytics Cloud from the local environment where you plan to run the CLI utility.
- Verify the name and location of the snapshot that you downloaded earlier containing your file-based data. For example, /tmp/20190307095216.bar.
Download the CLI utility.
1. In your target Oracle Analytics Cloud, click Console and then click Snapshots.
2. Click the Page menu , select Migrate, then Download Data Migration Utility.
  Follow the instructions to save the migrate-oac-data.zip file locally.
Unzip migrate-oac-data.zip.
The ZIP file contains three files:
- migrate-oac-data.jar
- config.properties
- readme

If you want to migrate data files stored in your source environment directly to the target in a single step, configure the section [MigrateData] in config.properties.

[MigrateData]
# Migrate data files from a source Oracle Data Visualization Cloud Service environment (DVCS) to a target Oracle Analytics Cloud environment.
    # Specify the source environment as Oracle Data Visualization Cloud Service.
      SOURCE_ENVIRONMENT=DVCS
    # Source Oracle Data Visualization Cloud Service URL. For example: https://sourcehost.com:443 or http://sourcehost.com:9704
      SOURCE_URL=http(s)://<Source 0racle Data Visualization Cloud Service Host>:<Source Port>

    # Name of a user with Administrator permissions in the source environment. For example: SourceAdmin
      SOURCE_USERNAME=<Source Administrator User Name>
    # Location of the source snapshot (.bar file). For example:  /tmp/20190307095216.bar
      BAR_PATH=<Path to Source Snapshot>
    # Target Oracle Analytics Cloud URL. For example: https://targethost.com:443 or http://targethost.com:9704
      TARGET_URL=http(s)://<Target Oracle Analytics Cloud Host>:<Target Port>
    # Name of a user with Administrator permissions in the target environment. For example: TargetAdmin
      TARGET_USERNAME=<Target Administrator User Name>

If you want to first download data files from your source Oracle Data Visualization Cloud Service to your local environment and subsequently upload the data files to the target Oracle Analytics Cloud environment, configure sections [DownloadDataFiles] and [UploadDataFragments] in config.properties.

[DownloadDataFiles]
#Download Data Files: Download data files from Oracle Data Visualization Cloud Service storage to a local repository
    # Specify the source environment as Oracle Data Visualization Cloud Service.
      SOURCE_ENVIRONMENT=DVCS
    # Source Oracle Data Visualization Cloud Service URL. For example: https://sourcehost.com:443 or http://sourcehost.com:9704
      SOURCE_URL=http(s)://<Source Oracle Data Visualization Cloud Service Host>:<Source Port>

    # Name of a user with Administrator permissions in the source environment. For example: SourceAdmin
      SOURCE_USERNAME=<Source Administrator User Name>
    # Location of the source snapshot (.bar file). For example:  /tmp/20190307095216.bar
      BAR_PATH=<Path to Source Snapshot>
    # Local data file directory. Make sure you have enough space to download the data files to this directory. For example: /tmp/mydatafiledir 
      DATA_FRAGMENTS_DIRECTORY=<Data Files Directory>
     # Data fragment size. Data files are downloaded in fragments. Default fragment size is 500MB.
      MAX_DATA_FRAGMENT_SIZE_IN_MB=500

[UploadDataFiles]
#Upload data files: Upload data files to the target Oracle Analytics Cloud. 
    # Target Oracle Analytics Cloud URL. For example: https://targethost.com:443 or http://targethost.com:9704
      TARGET_URL=http(s)://<Target Oracle Analytics Cloud Host>:<Target Port>
    # Name of a user with Administrator permissions in the target environment. For example: TargetAdmin
      TARGET_USERNAME=<Target Administrator User Name>
    # Local directory containing the data files you want to upload. For example: /tmp/mydatafiledir
      DATA_FRAGMENTS_DIRECTORY=<Data Files Directory>
    # Location of the source snapshot (.bar file). For example:  /tmp/20190307095216.bar
      BAR_PATH=<Path to Source Snapshot>

Run the migrate-oac-data.jar file in your local environment.
Syntax:
```
migrate-oac-data.jar [-config configfile] [-d] [-help] [-m]  [-u]
```
Where:
- -config configfile : Name of the config.properties file
- -d : Downloads data locally using information in config.properties
- -help : Displays help
- -m : Migrates data using source and target information in the config.properties file
- -u : Uploads data using information in the config.properties file
For example, to migrate data files in a single step:
```
java -jar migrate-oac-data.jar -m -config config.properties
```
For example, to download data files locally:
```
java -jar migrate-oac-data.jar -d -config config.properties
```
For example, to upload data files:
```
java -jar migrate-oac-data.jar -u -config config.properties
```
Sign in to your target Oracle Analytics Cloud.
To expose the data files in Oracle Analytics Cloud, you must restore the snapshot that you used to migrate the rest of your content for a second time. This time, you must select the Custom restore option.
1. Open the Console, and click Manage Snapshots.
2. Select the snapshot containing your data files.
3. Select the Custom restore option, and then select the option File-based data.
  Deselect all other options.
4. Click Restore.
Verify that your data files are available.

Verify and Configure Service Settings

Many settings are migrated for you. Take some time to review various configuration options on the target Oracle Analytics Cloud and reconfigure settings, if required.

Sign-in to the target Oracle Analytics Cloud and navigate to Console.
Verify that all the application roles that you want are available and they're assigned to the correct users and roles.
1. In Console, click Users and Roles.
2. Click Application Roles.
See Add Members to Application Roles.
Reconfigure search crawl users.
The user name that is configured immediately after migration includes the tenancy prefix required for Oracle Data Visualization Cloud Service. You must remove the tenancy prefix because this isn’t required in Oracle Analytics Cloud.
1. In Console, click Search Index.
2. On the Catalog tab, click the Set User search icon for the User to Run Crawl As field, and select the name of a user with administrative permissions in Oracle Analytics Cloud.
  For example, you might change the user name from <Tenancy>.MyAdminUser to MyAdminUser. If you prefer, you can select the name of a different user.
In Console, click Safe Domains to verify your safe domains are configured.
See Register Safe Domains.